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HomeMy WebLinkAbout17-76 Tax Abatement for River Park Corp. r Filed in Clerk's Office 04SpUTH 8�'i'd NOV 112017 W \ DIh a a PEACH KAREEMAH B=OWLER CITY CLERK,SOUTH BEND, IN 1865 '— -- — CITY OF SOUTH BEND COMMUNITY INVESTMENT November 21, 2017 Council Member Gavin Ferlic, Chairperson Community Investment Committee South Bend Common Council 4th Floor, County City Building South Bend, IN 46601 RE: Real Property Tax Abatement Petition for: River Park Leasing Corp. Dear Council Member Ferlic: Please find the attached information pertaining to a real property tax abatement petition for River Park Leasing Corp. River Park Leasing Corporation, owned by a South Bend native and entrepreneur,is proposing the development and construction of the first new downtown office structure in decades. While exciting for that reason alone,the project is even more desirable as it will be comprised of Class A office and retail space,with premier fit and finishes offering companies and tenants the highest quality of office space. The proposed building will sit on Jefferson&Main downtown, and will be inclusive of high-end ground-floor retail topped by 5 stories of prime office space. Early renderings will be shared at committee. It is also important to recognize the extended impact of job creation and retention this development will drive. The owner/developer can only list and be held accountable for the jobs that will be directly created in his top floor business/office. However,from the first floor retail to four additional floors of office space totaling 38,000 square feet of the building,there will be many more"indirect"jobs created and/or retained in South Bend as a result of this development. EXCELLENCE I ACCOUNTABILITY I INNOVATION I INCLUSION I EMPOWERMENT 14005 County-City Building 1227 W.Jefferson Bvld.I South Bend,Indiana 466011 p 574.235.93711 www.southbendin.gov CITY OF SOUTH BEND I COMMUNITY INVESTMENT The owner/developer is, again, a South Bend native. It has been noted that he is pursuing this venture after witnessing a revitalization of downtown South Bend over the past 10 years.Nonetheless, a$9,000,000.00 investment in world-class office space is a significant risk in any metropolitan area. DCI staff recommends that we partner with the developer to mitigate this risk to a reasonable degree and enable this new development in downtown South Bend. A tax abatement is a meaningful tool allowing ramp-up time for the owner/developer to bring tenants into the new retail/office building. The Department of Community Investment's recommendation for support of this project is a 6-year, 100%tax abatement. This level of partnership and investment is supported by the petitioner's level of investment and other"points"factors from their Petition Packet, by the algorithms and computations that drive our objective analyses, and by the investment and participation levels (-15%)that we set as a meaningful benchmark for all deals. It is a good investment for the City of South Bend. In summary the project entails the following: • Purchase of land at$50,000.00 • $9,000,000.00 in Private Investment • Six-story, 38Ksf class A retail/office space This packet includes the following: ➢ Department of Community Investment's summary report ➢ Copy of the petition ➢ Statement of Benefits form ➢ Supporting information. Should you or any of the other Council members have any questions concerning the report, or need additional information,please feel free to call me at 235-5823. Sincerely, Daniel J. Buckenmeyer Director, Business Development&Economic Resources Department of Community Investment City of South Bend EXCELLENCE I ACCOUNTABILITY I INNOVATION I INCLUSION EMPOWERMENT 14005 County-City Building 1227 W.Jefferson Bvld.I South Bend,Indiana 466011 p 574.235.93711 www.southbendin.gov o4SpUTH p ` Filed in Clerk's Office NOV 21 2017 eence� KAREEMAH FOWLER x 1865 x CITY CLERK,SOUTH BEND,IN CITY OF SOUTH BEND COMMUNITY INVESTMENT TAX ABATEMENT REPORT TO: SOUTH BEND COMMON COUNCIL FROM: DANIEL BUCKENMEYER SUBJECT: REAL PROPERTY TAX ABATEMENT PETITION FOR: River Park Leasing Corporation DATE: November 21,2017 On Tuesday November 211, 2017, a petition from River Park Leasing Corporation was received and subsequently filed with the City Clerk for real property tax abatement consideration for property to be located at the intersection of Jefferson Boulevard and Main Street, South Bend, IN 46601. Pursuant to Chapter 2,Article 6,Section 2-84.2 of the Municipal Code of the City of South Bend, this petition was referred to the Department of Community Investment for purposes of investigation and preparation of a report determining whether the area qualifies as an Economic Revitalization Area pursuant to I.C.6-1.1-12.1 and whether all zoning requirements have been met. The Department of Community Investment has reviewed the petition(a copy of which is attached), investigated the area,and makes the following report. PROJECT SUMMARY ➢ Construction of the approximately 37,800 sq. ft. class A office building(with first floor retail)which would further support positive impact and growth in downtown South Bend. ➢ This type of office development hasn't been done in over two decades. The top floor of the proposed five (5) story building will house a new start-up aimed to employ 12-20 professionals in the next 2-3 years. ➢ $9,000,000 private investment in the building construction ➢ Land purchase from the Redevelopment Commission for$50,000. ➢ Estimated taxes being abated during six year abatement period—$1,296,000 l EXCELLENCE , ACCOUNTABILITY ! INNOVATION I INCLUSION I EMPOWERMENT 14005 County-City Building 227W.Jefferson Bvld. South Bencl.Indiana 46601 p574.235.9371 www.soutlibendin.gov CITY OF SOUTH BEND ! COMMUNITY INVESTMENT EMPLOYMENT EMPACT Per the petition, it is estimated that the total project will: ➢ Create fifteen(15)direct and permanent full time jobs within 3 years,representing a new annual payroll of$750,000 ➢ Create indirect full time jobs by leasing office space to tenants ➢ The hourly wage for managerial and administrative employees is expected at minimum$25+ I i 1 i F i s E l 1 b i 6 d EXCELLENCE ' ACCOUNTABILITY INNOVATION INCLUSION 1 EMPOWERMENT 3 14005 County-City Building 227 W.Jefferson Bvld.i South Bend,Indiana 46601'p 574.235.9371 www.southbendin.gov CITY OF SOUTH BEND I COMMUNITY INVESTMENT ABATEMENT QUALIFICATION 1. A review of the tax abatements previously granted, finds that the petitioner has not been granted or associated with any previous abatements. 2. The Building Commissioner has reviewed the petition and finds the property to be properly zoned for the proposed project. 3. A review of the South Bend Redevelopment designation areas finds that the property is located in the River West Development Area. 4. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner meets the qualifications for a(6)six-year real property tax abatement under section 2-84.2,Tangible Real Property Tax Abatement. i EXCELLENCE I ACCOUNTABILITY ` INNOVATION I INCLUSION I EMPOWERMENT 14005 County-City Building',227 W.Jefferson Bvld.1 South Bend,Indiana 46601;p 574.235.9371 www.southbendin.gov t RESOLUTION NO. A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS Intersection of Jefferson Blvd and Main St, South Bend, IN 46601 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A (6) SIX-YEAR REAL PROPERTY TAX ABATEMENT FOR River Park Leasing Corporation WHEREAS, a petition for real property tax abatement consideration has been filed with the City Clerk for consideration by the Common Council of the City of South Bend, Indiana, requesting that portions of the property located at the intersection of Jefferson Boulevard and Main Street, South Bend, Indiana 46601which is more particularly described as follows: Lot 260AA of the record plat of the Original Town of South Bend, Jefferson and Main, Second Replat recorded on March 25, 2013, as Document No. 1308726 in the Office of the Recorder of St. Joseph County and which has Key Number 018-3007-0231, and be designated as an Economic Revitalization Area under the provisions of Indiana Code 6-1.1-12.1 et seq., and South Bend Municipal Code Sections 2-76 et seq., and; WHEREAS,the Department of Community Investment has concluded an investigation and prepared a report with information sufficient for the Common Council to determine that the area qualifies as an Economic Revitalization Area under Indiana Code 6-1.1-12.1, et SeMc., and South Bend Municipal Code Sections 2-76, et seMc., and has further prepared maps and plats showing the boundaries and such other information regarding the area in question as required by law; and WHEREAS,the Community Investment Committee of the Common Council has reviewed said report and recommended to the Common Council that the area qualifies as an Economic Revitalization Area. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby determines and finds that the Petition for Real Property Tax Abatement and the Statement of Benefits form completed by the Petitioner meet the requirements of Indiana Code § 6-1.1-12.1 et seq., for tax abatement. SECTION II. The Common Council hereby determines and finds the following: A. That the description of the proposed redevelopment or rehabilitation meets the applicable standards for such development; B. That the estimate of the value of the redevelopment or rehabilitation is reasonable for projects of this nature; C. That the estimate of the number of individuals who will be employed or whose employment will be retained by the Petitioner can reasonably be expected to result from the proposed described redevelopment or rehabilitation; D. That the estimate of the annual salaries of those individuals who will be employed or whose employment will be retained by the Petitioner can be reasonably expected to result from the proposed redevelopment or rehabilitation; E. That the other benefits about which information was requested are benefits that can be reasonably expected to result from the proposed described redevelopment or rehabilitation; and F. That the totality of benefits is sufficient to justify the requested deduction, all of which satisfy the requirements of Indiana Code § 6-1.1-12.1-3. SECTION III. The Common Council hereby determines and finds that the proposed described redevelopment or rehabilitation can be reasonably expected to yield benefits identified in the Statement of Benefits, Sections 1 through 3 of the Petition for Real Property Tax Abatement Consideration and the Memorandum of Agreement between the Petitioner and the City of South Bend, and that the Statement of Benefits form completed by the petitioner, said form being prescribed by the State Board of Accounts, are sufficient to justify the deduction granted under Indiana Code § 6-1.1-12.1-3. SECTION IV. The Common Council hereby accepts the report and recommendation of the Community Investment Committee that the area herein described be designated as an Economic Revitalization Area and hereby adopts a Resolution designating this area as an Economic Revitalization Area for purposes of real property tax abatement. SECTION V. The designation as an Economic Revitalization Area shall be limited to two (2) calendar years from the date of the adoption of this Resolution by the Common Council. SECTION VI. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of(6)six years as shown by the schedule outlined below as well as the attachment pursuant to Indiana Code 6-1.1-12.1-17. Year 1 - 100% Year 2 - 100% Year 3 - 100% Year 4 - 100% Year 5 - 100% Year 6 - 100% SECTION VII. The Common Council directs the City Clerk to cause notice of the adoption of this Declaratory Resolution for Real Property Tax Abatement to be published pursuant to Indiana Code § 5-3-1 and Indiana Code § 6-1.1-12.1-2.5, said publication providing notice of the public hearing before the Common Council on the proposed confirming of said declaration. SECTION VIII. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approval by the Mayor. Member of the Common Council RESOLUTION NO. A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS Intersection of Jefferson Blvd and Main St, South Bend, IN 46601 AS AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A SIX (6) YEAR REAL PROPERTY TAX ABATEMENT FOR River Park Leasing Corporation WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a Declaratory Resolution designating certain areas within the City as Economic Revitalization Areas for the purpose of tax abatement consideration; and WHEREAS, a Declaratory Resolution designated the area commonly known as the intersection of Jefferson Boulevard and Main Street, South Bend, Indiana 46601 described as follows: Lot 260AA of the record plat of the Original Town of South Bend, Jefferson and Main, Second Replat recorded on March 25, 2013, as Document No. 1308726 in the Office of the Recorder of St. Joseph County and which has Key Number 018-3007-0231, and be designated as an Economic Revitalization Area; and WHEREAS, notice of the adoption of a Declaratory Resolution and the public hearing before the Council has been published pursuant to Indiana Code 6-1.1-12.1-2.5; and WHEREAS, the Council held a public hearing for the purposes of hearing all remonstrances and objections from interested persons; and WHEREAS, the Council has determined that the qualifications for an economic revitalization area have been met. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby confirms its Declaratory Resolution designating the area described herein as an Economic Revitalization Area for the purposes of tax abatement. Such designation is for real property tax abatement only and is limited to two (2) calendar years from the date of adoption of the Declaratory Resolution by the Common Council. SECTION II. The Common Council hereby determines that the property owner is qualified for and is granted real property tax deduction for a period of six (6) years as shown by the schedule outlined below as well as the attachment pursuant to Indiana Code 6-1.1-12.1-17 and further determines that the petition, the Memorandum of Agreement between the Petitioner and the City of South Bend, and the Statement of Benefits comply with Chapter 2, Article 6, of the Municipal Code of the City of South Bend and Indiana Code 6-1.1-12 et seq. Year 1 - 100% Year 2 - 100% Year 3 - 100% Year 4 - 100% Year 5 - 100% Year 6 - 100% SECTION III. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approved by the Mayor. 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OO 00 O C m Y m E ° w 0 0 o co o m x - F@ U W m o > a� a 5 � N ❑ T N C a) d o a N N N 1O N O C o ° -o n E E 0 a ° m 0 N m CU U a� > > d h o x c�x 2 m` a m Y ° N C N N E Q O CO lo N N 2 d `O U x 7 d N � N � .0 0C QQ oz a Fes- - ojU � U U= W N N = O (A u .3 (p U CD J Q C7 J U City of South Bend 41111 SOUTH Petition for Incentives Petition must include a$2SO filing fee payable to the City Clerk's Once or online via the City's website at rKs http://Soutlibendin.gov/government/content/tax-abatement before processing can be complete General Information Project Name I Main modern office I Project Number Legal name as registered with Secretary of River Park Leasing Corporation Business structure Corporation Company website none Proposed Project Information Proposed project address SW Corner(Main and Jefferson) Parent company name City,State,zip South Bend, IN 46601 Legal owner Site acreage or acreage required .71 ACreS Is the real estate owned or Square feet of facility Proposed New(37,783 Office/Retail) If leased by whom Primary Contact Information Primary company contact name Randall Hesser Title Secretary and Counsel Address of company contact 121 W.Franklin St., Suite 400 Phone (574)294-7491 City,state,zip Elkhart, IN 46516 Email Senior Official Information Company senior official name Title Address of company contact(if different from Phone above) City,State,Zip Email Consultant Information/Agent Hired business consultant/agent name Great as Capital,LLC Consultant release(YIN) Yes a Y N Address 112 West Jefferson, Ste. 200 Local economic development partners Yes roval City,State,Zip South Bend,IN 46601 Email jsmoke @greatlakescapital.com Project Overview Brief description ofyour company,project,and why the The entrepreneur and developer/building owner is a South Bend native who has property is necessary for seen the revitalization of downtown South Bend over the past 10 years. The economic growth developer desires to make a significant proposed investment of at least$8.5 million to develop and construct a class A office building (with first floor retail)to further support positive impact and growth in downtown South Bend. This type of office development hasn't been done in over 2 decades. The top floor of the proposed 5 story building will house a new start-up aimed to employ 12-20 professionals in the next 2-3 years. This proposed employment will complement new employees with ground floor retail space and office users on floors 2-4. The building will have premier fit and finishes and fill a void at the top of the Class A office market,offering companies and tenants the highest quality of office space. Certified Technology Park appropriate N/A Filed tee Is the project in a Tax Incremental Financing Yes IF I area? if 50 w � Certify that the Building Permit has not been Correct-no permit Number of residential units created by O 7 If this is a petition for personal property tax abatement,has N/A the equipment been installed /L ER BEND,IN Investment Details R � Public Infrastructure needs(Off- Has any 504 funding been What is the value of any equipment being purchased in What is the value of any equipment being site of project in dollars) received? Indiana for the project? purchased from out of state for the project? no New Project Investments Calendar Year 2016 2017 2018 2019 2020 2021 2022 2023 Land Acquisition $50,000 Building Lease Payments Building Purchase Costs New Building Construction 519,000,000 Existing Building Improvements New Machinery&Equipment Special Tooling/Retooling New Furniture/Fixtures New Computer/IT Hardware New Software On-site Rail Infrastructure On-site Fiber Infrastructure TOTAL $0 Full-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year Jobs retained Total hourly Cumulative#of net NEW full time Hourly average wage,w/o Total training Total#to be wage w/o permanent jobs created at project benefits or bonuses,of expenditure- trained-not fringe or cumulative net new jobs not cumulative bonuses cumulative d2021 8 $25+($50,000/year) $20,000 12 $25+($50,000/year) 15 $25+($50,000/year) 2025 2026 2027 Provide hourly wage information for new employees in the following positions. Full time Part time Laborers Technical Managerial 12 within three(3)years Administrative 3 within three(3)years Who will e the individual responsible for coordinating wit WorkOne on recruiting? Randall Hesser Does your company have an EEO hiring policyl Yes Are you an EEO employer? Yes Please list the number of full time and part time minority and/or female employees for each of Please describe your commitment to the last three years: diversity and inclusion by detailing your outreach and recruitment efforts for the last Year N/A NA N/A three years as well as current policies. Full Time Part Time Full Time Part Time Full Time Part-rime Black Hispanic Asian Indian Female Other Complete tselow for Real or Personal Property Tax Abatement oily. Please sign for all requested incentives. $enefit Item: d1�{ia6 l lu r r ht t Fi `cO 5tN on companim!"d the d Z cor� �¢�'aAt�lt�i" It�i��P3�1deE.�*lla�T �t�hased#orth ��iDject. ate} PIeaSO Gdgttrlet *d�d (Q3Q�' IopFl3tt�R�A OF7 (f Earned Points Available Po;r�t$ you qualifb�� �? P!.eatteFIuICa[StotJ(ciez�tabT� 1 t hb psi 3EElfdtt6n.Ri f1 20 p �� �fYw�s'e,r zAS✓' Pl s lnL�� r fi l 20 19 ':53ti'2�1sn_-,.>'�fSS�S. - 'I.i''n•�.=L .,„. �..., b.a'"•�`:e^: ...:i[9-v,....i.:re�.. �Plaf: ZZ _ ^f,` `t"�e `r'>-":='_c°:."4.`,'� .,.:�„wf$}`7 Yom,-•r,.'�Ing ggg fit`,,„ •,>�”-`"`"`V�"�ycy=tivJ_'.�.�'�'a. �_` 18 51 `i. 4f]It' e155fot3ren@_ "' K = 18 L saw_ tafGonstrurtion�Related. 141 -•w, momem Waee&Benefit Related{Owner) d7 A Pay Target Wage Levels= {:_ - 33 33 h P;or i Ne'tth Benefits;' - ' - 34 3 29 {%rcvide Pension Benefits ,w� 'i Provide Training .. -,J - 28 Provide Child Care - I-. - Prc.v'oe Transpo:tat ion Assistance: 14 G. Provide Ernplc, Assisted Housing program 9 Sub-total Wage&Benefit Related: 162 R. R r .-Workforce Related:- - - - h '�"ui� r � NewJo6s - 42 42 , l �x 8 Retain Existing r bs 41 = � C Maintain hve.Action Plan 35 D i-rovIde Targeted Hiring Preference 34 Sub*dl_Workforce Related: - - 152 4 r ,.iSYpport ;Municipal Faalrty_ n �uppoiV. SM-iNc pal FaolAy(dcnati >to:4^e A. coo,conservatory,museum,e:c.)'. - 84 _ - Name of-Facility Sub-total Municipal Facility.. U F—' Sub-total from Above: y�•p =- Theunclersigned°owner[s]of real property;located within the City of South Bend,herby petition the t6t ' ri Council of the City of South Bend for a real end/or personal property tax abatement consideration and pursuant to I.C.,6-1:1-12.1-1,et seq.;and South Bend Municipal Code Sec.2-76 et seq-;for this petition state the above. Submitted By: n Date:'-_,-I November 2&-, 2017 '00 MME, ............ ..... ...... ..... "NO . .......... ...... T.. ......... ............. ton and add to total from above. points lo� 49 A. s: 35 La- Ac�P, 36 120 --M ]Sub-total Project Related: r Size Promects(point values are cumulative): 25 g A2 68 f 21-CN t 65 OR�'. 0,; 140$�Oer Size Projects: ni p "structure: 2� 39 52 ............... d* 131 Total from Applicant-Section: 539 Total ftorn St 461 Iwo Total Public Benefi,t Point's. 018-30 018-3006-0178 018-3009-0290 (0 0 (D 2 018-3006-0190 018-3006-0174 00 CO uO 018-3006-0182 72 165 I 1.0 _34 172 7 Ofervon:13tv-d — — 1-65 �7 0-2!. -- 018-3007-0242 a, cc M en C14 c6 018-3007-0217 618-3007-0236- X 0 018-3009-02 99 0 165 lSi 18 cc F 165 J 165 166.07 c') LO 018-3007-0220 rn C? 0) Ul) 018-3007-0234 V� W kc 0 0.18-3007-0221 018-3007-0239 C14 f l7 018-3007-0235 %118-3009-0303 0-18-3007-0222 13! =�Wayllre*St f I' l Legend Michiana Regional GIS Website Z i SJC Parcel Dimensions txtSubTitle 0 Map Generated By: Public 1 inch=74.94 feet CC Z [J SJC Parcels LIJ UJ DatePrintedi 1112112017 0 ll`� ED ELK Parcels Miles SJC Street 0 0.00 0.01 0.01 ELK Street a) Building Footprint U) Coordinate grid is based on Indiana East State Plane Coordinate System 1983 North lie Railroad American Datum. C: C:) Uj W :Z I _0 Railroad Abandoned Railroad Information shown on this map is not warranted for accuracy or merchantability. Road Centerline Reproduction or distribution of this material is not authorized without the express written LIL F-1 Railroad Bridae permission of MACOG. 3 i:•_r-+a_a_.,�ae�aLarvrraavea..rvra_rva.. FORM SBA SBA I Real Property =y --.! State Form 51767(R6 110-14) - Prescribed by the Department of Local Government Finance PRIVACY NOTICE This statement is being completed for real property that qualifies under the following Indiana Code(check one box): Any information concerning the cost Redevelopment or rehabilitation of real estate improvements IC 6-1.1-12.1-4 of the property and specific salaries p p ( ) paid to individual employees by the ❑Residentially distressed area(IC 6-1.1-12.1-4.1) property owner is confidential per C 6-1.1-12.1-5.1 INSTRUCTIONS: 1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information from the applicant in making its decision about whether to designate an Economic Revitalization Area- Otherwise,this statement must be submitted to the designating body BEFORE the redevelopment or rehabilitation of real property for which the person wishes to claim a deduction. 2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the initiation of the redevelopment or rehabilitation for which the person desires to claim a deduction. 3. To obtain a deduction,a Form 3221REmustbe filed with the County Auditor before May 10 in the yearin which the addition to assessed valuation is made or not later than thirty(30)days after the assessment notice is mailed to the property owner ifit was mailed afterApril 10. A property owner who failed to file a deduction application within the prescribed deadline may No an application between March 1 and May 10 of a subsequentyear. 4. A property owner who files for the deduction must provide the County Auditor and designating body with a Form CF-1/Real Property, The Form CF-1/Real Property should be attached to the Form 3221RE when the deduction is first claimed and then updated annually for each year the deduction is applicable. IC 6-1.1-12.1-5.1(b) 5. For a Form SB-1 1Real Property that is approved after June 30, 2013, the designating body is required to establish an abatement schedule for each deduction allowed. For a Form SB-1/Real Property that is approved prior to July 1, 2013, the abatement schedule approved by the designating body remains in effect. IC 6-1.1-12.1-17 SECTION TAXPAYER INFORMATION Name of taxpayer River Park Leasing Corporation Address of taxpayer(number and street,city,state,and ZIP code) c/o Randall Hesser; 121 West Franklin, Suite 400; Elkhart, Indiana 46516 Name of contact person Telephone number E-mail address Randall Hesser 1( 574) 294-7491 SECTION 2 LOCATION AND D . PROJECT Name of designating body Resolution number Common Council of City of South Bend Location of property County DLGF taxing district number SW Corner of Main St. and Jefferson Blvd., South B I St. Joseph 71-011 Description of real property improvements,redevelopment,or rehabilitation(use additional sheets ifnecessary) Estimated start date(month,day,year) Proposed investment of at least$9,000,000 to the development and construction of a new office building(with first March 2018 floor retail)at the SW comer of Main Street and Jefferson Blvd.,in South Bend,Indiana. Estimated completion date(month,day,year) July 2019 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current number Salaries Number retained Salaries Number additional Salaries 15 750000 • r . . •-. REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values Plus estimated values of proposed project Q Less values of any property being replaced Net estimated values upon completion of project 90000M , -SECTIOW5 WASTE CONVERTED AND OPROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) Estimated hazardous waste converted(pounds) l'99181jsestimates that the project will result in the creation of at least 15 new full time jobs having an annual payroll of$750,000 within three years of building completion. These jobs are in addition to the creation of employment by tenants within the first floor retail and office tenants on floors 2-4 of the building. • CERTIFICATION 1 hereby certify that the representations in this statement are true. Signature of autho' ed representative Date signed(month,day,year) Nov. t0 , 2017 Printed name of authorized representative Title �'Of.►nrt� Ck-cJ�9 �-�+9�JSr// �60. We find that thb applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution,passed or to be passed under IC 6-1.1-12.1,provides for the following limitations: A. The designated area has been limited to a period of time not to exceed calendar years*(see below). The date this designation expires is B. The type of deduction that is allowed in the designated area is limited to: 1.Redevelopment or rehabilitation of real estate improvements ❑Yes ❑No 2.Residentially distressed areas ❑Yes ❑No C. The amount of the deduction applicable is limited to$ D. Other limitations or conditions(specify) E. Number of years allowed: ❑Year 1 ❑Year 2 ❑Year 3 ❑Year 4 ❑ Year 5 (*see below) ❑Year 6 ❑Year 7 ❑Year 8 ❑Year 9 ❑ Year 10 F. For a statement of benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17? ❑Yes ❑No If yes,attach a copy of the abatement schedule to this form. If no,the designating body is required to establish an abatement schedule before the deduction can be determined. We have also reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. Approved(signature and title of authorized member of designating body) Telephone number Date signed(month,day,year) Printed name of authorized member of designating body Name of designating body Attested by(signature and We ofattesfe6 Printed name of attester *If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17. A. For residentially distressed areas where the Form SBA/Real Property was approved prior to July 1,2013,the deductions established in IC 6-1.1-12.1-4.1 remain in effect.The deduction period may not exceed five(5)years. For a Form SB-1/Real Property that is approved after June 30, 2013,the designating body is required to establish an abatement schedule for each deduction allowed. The deduction period may not exceed ten (10)years. (See IC 6-1.1-12.1-17 below.) B. For the redevelopment or rehabilitation of real property where the Form SBA/Real Property was approved prior to July 1,2013,the abatement schedule approved by the designating body remains in effect.For a Form SBA/Real Property that is approved after June 30,2013,the designating body is required to establish an abatement schedule for each deduction allowed.(See IC 6-1.1-12.1-17 below.) IC 6-1.1-12.1-17 Abatement schedules Sec.17.(a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under section 4 or 4.5 of this chapter an abatement schedule based on the following factors: (1) The total amount of the taxpayers investment in real and personal property. (2) The number of new full-time equivalent jobs created. (3) The average wage of the new employees compared to the state minimum wage. (4) The infrastructure requirements for the taxpayer's investment. (b) This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the deduction. An abatement schedule may not exceed ten(10)years. (c) An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under the terms of the resolution approving the taxpayers statement of benefits. r ed in Clerk's Office NOV 212017 KAREEMAH FOWLER LCJE CLERK,SOUYH RE�U,IN